See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,738 | $52,681-53.0% | $75,781-67.4% | $59,632-58.5% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,536 | $2,193-30.0% | $3,323-53.8% | $2,203-30.3% |
| Participant deferral / active EE | $912 | $2,591-64.8% | $3,651-75.0% | $3,192-71.4% |
| Admin fee / account holder | $2,084 | $3,610-42.3% | $5,299-60.7% | $4,297-51.5% |